Spreadsheet Wealth - Alternative Trackers

Alternative Trackers

There are 3 different types of wealth tracker "categories" in our view:

Yahoo Finance (see image) or Google Finance

Pros: No access to actual investments, No financial institutional password shared/needed, Some level of analysis

Cons: Not customizable, Can't include real estate or other illiquid assets

Personal Capital (see image) or Quicken

Pros: Live, Tracks everything you can plug into it, Less or no manual work

Cons: Have to share all of your investment institution passwords

Spreadsheet Wealth (see image) or other spreadsheet based trackers

Pros: Customizable, Live, No access to actual investments, No financial institutional password shared/needed, Dashboard and target asset allocation

Cons: Requires some manual upkeep

“Time is more valuable than money. You can get more money, but you cannot get more time.”

– Jim Rohn, author

Page updated

Google Sites

Report abuse